COVID-19 HAS CHANGED YOUR PRACTICE!
CONNECT
We bring financial professionals together to share their vast experiences with one another.
CLIMB
On the way up your mountain, we’ll be right there with you shouldering much of the load as you climb higher.
Why TruChoice?
Do you want to take your business to new heights?
Improve your marketing systems or work/life balance?
Tell us what you want to achieve in your practice. We’ll help you set a course to reach your goal.
The Next Big Life Insurance Opportunity is Here!
Stonewood Financial
Prospect-to-Close Programs
Change the Conversation.
Call your Life Wholesaler for complete details.
Climb Higher
Our sole purpose is to help financial professionals climb higher. As you set your sights higher, rely on us like your clients rely on you.
A Unique Approach
to Leadership.
Our leadership relies on a consultative team of retail financial practitioners. Like you, they serve hundreds of clients and collectively manage over $100 million in client assets.
Helping You Grow Your Business is Our Business.
We were founded to help financial professionals climb higher… and it all starts with training. You’ll find our platform to be one of the most robust offerings available today.
We’ve Learned What Works.
In 2018, our founding firms helped financial professionals like you close over $2.85 billion in fixed index annuity sales and $25 million of life insurance business. We love what we do, and we can’t wait to help you too.
Elite Product Portfolio.
Our financial professional-centric culture carries through to our product portfolio. We maintain relationships with a wide array of carriers to ensure you have access to the mainstream and specialized products you and your clients need.
